See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,707 | $140,940-66.2% | $112,229-57.5% | $139,434-65.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 11.14% | 32.71%-21.6pp | 30.20%-19.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,146 | $4,283-73.2% | $3,430-66.6% | $4,751-75.9% |
| Participant deferral / active EE | $1,668 | $5,874-71.6% | $4,798-65.2% | $6,710-75.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |